Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and ...

You will need patience and persistence, and a belief that your stepgrandmother kept her word and did indeed add you as a beneficiary.

Responding to a recent call from a financial advisor in New Jersey, the ERISA consultants at the Retirement Learning Center (RLC) address a question on how long a plan sponsor needs to retain records ...

The government shutdown has raised lots of questions about the retirement process, and retirement benefits, for federal ...

Providing full-service wealth management means giving clients access to our team and our internal team of specialists for one ...

for example, the deceased beneficiary shared a joint account with a spouse and the spouse continued to spend benefits that were automatically deposited. Second, spouses and children of a deceased ...

Major life changes are the number one reason to revisit your estate plan. Marriage, divorce, or the birth of a child can ...